List of Finantix Digital Financial Platform Customers
Finantix
Via Della Pila 13,
Venice, 30175,
Italy
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Italy
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Professional Services
160
$20M
Since 2010, our global team of researchers has been studying Finantix Digital Financial Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Finantix Digital Financial Platform for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Finantix Digital Financial Platform for Asset and Wealth Management include: HSBC, a United Kingdom based Banking and Financial Services organisation with 212409 employees and revenues of $67.40 billion, Deutsche Bank Germany, a Germany based Banking and Financial Services organisation with 40308 employees and revenues of $34.02 billion, Allied Irish Banks, a Ireland based Banking and Financial Services organisation with 10469 employees and revenues of $5.75 billion, Rothschild & Co, a France based Banking and Financial Services organisation with 4600 employees and revenues of $3.10 billion, Itau Private Bank Zurich, a Switzerland based Banking and Financial Services organisation with 80 employees and revenues of $20.0 million and many others.
Contact us if you need a completed and verified list of companies using Finantix Digital Financial Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Services and Operations software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Allied Irish Banks | Banking and Financial Services | 10469 | $5.8B | Ireland | Finantix S.p.A | Finantix Digital Financial Platform | Asset and Wealth Management | 2008 | n/a |
Allied Irish Banks implemented Finantix Digital Financial Platform in 2008 as part of its Wealth Management Programme in Ireland. The deployment used Finantix component-based front-office technology, with first implementation phases going live in Q4 2008. The engagement targeted Asset and Wealth Management capabilities across AIB's wealth operations, focusing on front-office modernization for relationship managers nationwide.
The implementation scope included holistic client view, portfolio monitoring and advice-led sales functionality for relationship managers, implemented as modular Finantix Digital Financial Platform components. Rollout was phased through the Wealth Management Programme, with configuration centered on front-office workflows, client relationship management and portfolio surveillance modules. Governance aligned to programme delivery, using staged releases to coordinate business adoption and operational change.
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Deutsche Bank Germany | Banking and Financial Services | 40308 | $34.0B | Germany | Finantix S.p.A | Finantix Digital Financial Platform | Asset and Wealth Management | 2019 | n/a |
In 2019, Deutsche Bank Germany implemented the Finantix Digital Financial Platform within its Asset and Wealth Management practice to introduce an AI-powered KYC capability into its wealth business. The engagement was announced in mid-2019 and the initial deployment covered Deutsche Bank Wealth Management operations in Germany.
Implementation centered on the Finantix Digital Financial Platform's AI-driven KYC and onboarding modules, configured to automate client onboarding and client due-diligence workflows for regulatory KYC processes. Functional emphasis included machine learning assisted identity resolution, document analysis, and orchestration of KYC checks to be embedded into front office advisory workflows.
Operational scope targeted the wealth management front office and associated compliance processes, aligning automated onboarding and due-diligence with advisory teams and compliance review. Rollout was planned to expand to other regions, for example the US, indicating a phased regional deployment approach beyond the initial Germany implementation.
Governance and process adaptation focused on centralizing regulatory KYC and onboarding automation and introducing automated decisioning into front office workflows, with staged rollouts and regional planning documented during 2019.
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HSBC | Banking and Financial Services | 212409 | $67.4B | United Kingdom | Finantix S.p.A | Finantix Digital Financial Platform | Asset and Wealth Management | 2019 | n/a |
In 2019, HSBC Private Banking deployed the Finantix Digital Financial Platform to build a new global client wealth management portal, with the initial rollout targeted to the U.K. This work addressed the Asset and Wealth Management needs of HSBC Private Banking and was publicly reported in July 2019.
The implementation used Finantix Components to assemble front office client portal and advisory functionality, delivering omni device access to account views, portfolio information and analytics. The Finantix Digital Financial Platform was configured to surface portfolio analytics and advisory workflows in a single client-facing interface, reflecting common Asset and Wealth Management functional patterns.
Operational scope centered on HSBC Private Banking front office teams, with the U.K. serving as the first market for portal access and advisory services. The deployment emphasized a component based architecture to support a global client wealth management portal, enabling repeatable rollout to additional markets.
Governance and rollout were structured around a staged market approach beginning in the U.K., aligning portal capabilities with private banking advisory processes. The public reporting in July 2019 confirms the implementation timing and the intended global scope for the Finantix Digital Financial Platform within HSBC Private Banking.
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Itau Private Bank Zurich | Banking and Financial Services | 80 | $20M | Switzerland | Finantix S.p.A | Finantix Digital Financial Platform | Asset and Wealth Management | 2015 | n/a |
In 2015, Itau Private Bank Zurich implemented the Finantix Digital Financial Platform as its Asset and Wealth Management solution. The Finantix Digital Financial Platform was provisioned as a cloud based core system, positioned to centralize wealth management workflows while operating alongside the bank's peripheral applications and interfaces.
The deployment included Finantix ebanking as a customer facing channel and was configured to support core wealth management capabilities, client servicing workflows, and statement generation processes. Client onboarding was integrated through Appway Client Onboarding, portfolio execution workflows connected to Ullink multi asset trading and TAP as an order management system, and regulatory reporting considerations such as SRDII and End Of Month Statements Publication were incorporated into the platform configuration.
Architecturally the implementation relied on message oriented middleware and managed file transfer patterns to bridge the cloud core and on premise peripherals. IBM MQ was used for messaging setup, Goanywhere handled secure file transfer workflows, and GTMatch supported SWIFT payment flows, while Jiway Mozaik served as the statement repository. These named integrations were operated and maintained by the bank's compact IT department in Zurich, with automated interface tasks instrumented for daily execution and monitoring.
Operational governance emphasized interface development, maintenance, and incident intervention, with a Senior IT Business Application Analyst accountable for end to end interface operation and rapid remediation. The implementation described links the Finantix Digital Financial Platform to front to back business functions including client onboarding, digital banking, portfolio management, trading connectivity, payments, and statements, and formalized monitoring and run book responsibilities within the bank's IT support model.
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Itaú Unibanco, Switzerland | Banking and Financial Services | 78 | $18M | Switzerland | Finantix S.p.A | Finantix Digital Financial Platform | Asset and Wealth Management | 2015 | n/a |
In 2015, Itaú Private Bank Zurich implemented the Finantix Digital Financial Platform for Asset and Wealth Management. The purchase is publicly recorded in Switzerland and the engagement explicitly focused on front office advisory and digital collaboration capabilities to support private banking clients and advisers.
The implementation concentrated on front office and advisory modules within the Finantix Digital Financial Platform, including advisor workspace functionality, client facing digital collaboration tools, client profiling and advisory workflow orchestration. Configuration work centered on advisor desktop workflows and client engagement channels to enable collaborative advice and decision support consistent with Asset and Wealth Management operations.
The Finantix Digital Financial Platform was integrated with the bank s existing infrastructure in Switzerland to surface client data and support advisor workflows, aligning platform interfaces with internal client records and data services. Operational coverage emphasized the private banking advisory teams and client servicing functions in the Zurich office, enabling unified digital interactions between advisers and clients.
Governance activities during the rollout included configuration of role based access and advisor workflow controls to match private banking compliance and operational policies, and a phased deployment approach focused initially on front office and collaboration features. The public record of the 2015 selection indicates the bank s strategic investment in advisor centric digital tooling within its Asset and Wealth Management environment.
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Banking and Financial Services | 4600 | $3.1B | France | Finantix S.p.A | Finantix Digital Financial Platform | Asset and Wealth Management | 2017 | n/a |
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FAQ - APPS RUN THE WORLD Finantix Digital Financial Platform Coverage
Finantix Digital Financial Platform is a Asset and Wealth Management solution from Finantix S.p.A.
Companies worldwide use Finantix Digital Financial Platform, from small firms to large enterprises across 21+ industries.
Organizations such as HSBC, Deutsche Bank Germany, Allied Irish Banks, Rothschild & Co and Itau Private Bank Zurich are recorded users of
Finantix Digital Financial Platform for Asset and Wealth Management.
Companies using Finantix Digital Financial Platform are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Finantix Digital Financial Platform are most concentrated in United Kingdom, Germany and Ireland, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Finantix Digital Financial Platform across Americas, EMEA, and APAC.
Companies using Finantix Digital Financial Platform range from small businesses with 0-100 employees - 33.33%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 16.67%, and global enterprises with 10,000+ employees - 50%.
Customers of Finantix Digital Financial Platform include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Finantix Digital Financial Platform customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Asset and Wealth Management.